Sales Executive, P&C

Key Responsibilities

• Ownership of client relationships and overall account strategy.
• Accountability for sales pipeline development and achieving annual sales goals.
• Acting as a subject matter expert in insurance solutions and risk management.
• Partnering with internal teams to align client strategies with business objectives.
• Actively prospecting and developing new business opportunities.
• Managing all sales activities within CRM systems.
• Following up on leads and maintaining a strong pipeline (3x annual goal).
• Executing client strategies and overseeing implementation of solutions.
• Ensuring accurate documentation of sales activity and client interactions.
• Maintaining high-quality client service standards.
• Supporting renewal processes and deliverables.
• Collaborating with Client Executives, Managers, and service teams.
• Driving alignment across Gibson practice areas.
• Supporting cross-selling and account rounding opportunities.
• Partnership with carriers and external stakeholders.
• Leading growth initiatives through new client acquisition.
• Participating in strategic planning and business development efforts.
• Supporting organizational growth and market expansion.
• Contributing to special projects and team initiatives.
• Identifying opportunities to improve sales processes.
• Leveraging tools and best practices to enhance performance.
• Staying informed on industry trends and market solutions.
• Promoting continuous improvement and innovation.
• Sharing industry knowledge and best practices.
• Supporting development of scalable sales strategies.
• Contributing to documentation and playbooks.
• Supporting organizational initiatives and change management.
• Delivering sales results at or above established goals.
• Maintaining strong client relationships and retention.
• Ensuring high-quality service and accurate execution.
• Supporting business growth and strategic initiatives.
• Demonstrating ownership and sound decision-making.

Qualifications

• 5+ years of sales or consulting experience in a professional services industry.
• Active Property & Casualty license.
• Strong communication and relationship-building skills.
• Proficiency in Microsoft Office products.
• Proven ability to build and grow a book of business.
• Bachelor’s degree preferred.
• Experience in insurance brokerage or agency environments.
• Demonstrated client retention success.
• Experience presenting to clients and stakeholders.